We want to help you be more confident about your finances and enjoy life. As Financial Advisors we give our clients the time, consideration and expertise they need to steward their wealth. A healthy financial foundation can bring peace of mind. We recommend these books to help you to build wealth and enjoy life! The Millionaire...Read More
We want you to be informed. Please watch this short video that explains how a woman’s bank accounts were accessed through an Interac payment scam on Facebook Marketplace. Feel free to forward this message to anyone who needs to be aware of this fraudulent scheme.Read More
We started CommonWealth Financial Strategies at Queensbury Securities, because after many years in the financial industry, we believed we could offer a better way for people to steward their investments that is in their best interest. Financial Advisors Should: Focus on client investments that meet their needs rather than chasing fads Offer pension-style portfolios constructed...Read More
Dollar Cost Averaging is a disciplined method of investing which can deliver significant benefits over time. Spreading purchases out monthly over the calendar year means your investments are less affected by market timing. Accumulating wealth in stocks by systematically moving money into a number of diversified funds represents an efficient way of saving and investing....Read More
The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios. We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...Read More
Here is a short article with some solid financial advice: https://dfpi.ca.gov/wp-content/uploads/sites/337/2019/06/8_Tips_for_Financial_Success.pdf 8 Tips For Financial Success Article Summary: 1. Choose Carefully. 2. Invest In Yourself. 3. Plan Your Spending. 4. Save, Save More, and Keep Saving. 5. Put Yourself on a Budget. 6. Learn to Invest. 7. Credit Can Be Your Friend, or Enemy. 8....Read More
Researchers have long known of the correlation linking health, wealth and longevity. Financial preparedness can increase both lifespan and healthspan. Read More
By showing the returns of various portfolios (Vertical Axis) against their level of risk (Horizontal Axis) you can get a more accurate picture how real portfolios are actually functioningRead More
